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Why living longer doesn’t mean more retirement years

Canada's average retirement age has been increasing for more than a generation

  • By: Staff
  • October 29, 2018 October 29, 2018
  • 12:28

The downside of disclosure, and other tips

Three things we learned at BEworks' financial services summit

When a client’s child receives a financial windfall

Offer to introduce the child to investing or help the family manage

Chris Prendergast

Client confidential: Chris Prendergast

How to help a young entrepreneur


How to make the most of your support staff

Underappreciated assistants are a wasted resource

  • By: Katie Keir
  • October 15, 2018 October 15, 2018
  • 16:33

When a client meeting takes an unexpected turn

What happens when the child of an elderly client wants to sit in?


Five steps to growing family wealth for the long term: Part 2

The last two steps of the process

Businessmen on stone cubes jumping towards higher ones

Five steps to growing family wealth for the long term: Part 1

Consciously deciding to sustain family wealth for the long term is atypical

Workers In Family Business Standing Next To Van

Small-business owners need succession help: poll

The problem is, nearly half don't intend to consult an advisor

  • By: Staff
  • October 1, 2018 October 1, 2018
  • 10:44
Business Communication Connection People Concept

Investors satisfied with mutual funds, more aware of fees: survey

Investors are more confident in mutual funds than other securities

  • By: Staff
  • September 28, 2018 September 28, 2018
  • 10:59
Kelley Keehn

Expert confidential: Kelley Keehn

Financial literacy advocate, speaker and author of nine personal finance books

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 October 9, 2018
  • 16:16

How to holistically stress test client portfolios

Go beyond the numbers

What financial concept don’t you understand?

We asked three clients

Help a business owner who experienced a data breach

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a…

Why young clients, in particular, need coaching

A generation of investors has never known a bear market

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 October 25, 2018
  • 00:00

CE course: Personal tax season — Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.